Amd vs intel.

Intel and nvidia are abandoning the pc and gaming markets because of low margin.

Amd is more than happy to move in as they can make the parts for cheaper and will make more money than they did before.

Now amd is talking about getting into RAM deals and apus for tablets.

Meanwhile intel and nvidia are promoting their super powerful haswell.

The shield is margin revenue. Intel and nvidia cannot sacrifice margin rev to fight amd in the cheap processor/gpu arena.

The sword is amd using these processors to move into tablets with ARM.

What do you think?

I'd recommend explaining a little better as not everyone including me knows what you are talking about. From what I got out of what you are saying is that Intel and AMD are no longer making PC hardware?

What I'm stuck on is this

Intel and nvidia are abandoning the pc and gaming markets because of low margin.

What exactly does this mean?

3D stackingggggg.

Well at least I know I'm not the only person that didn't understand the OP lol  

Thanks though :) haha

AMD just seems to be getting to the deals with companies first, more than anything

Here's the flaw. AMD doesn't offer anything different here than all of the established ARM players - Qualcomm, Samsung, Nvidia. They aren't even using a custom core, just generic ARM.

Intel is choosing to make Atom fit this TDP space and by sheer process advantage it will work soon.

You are correct that AMD will accept lower margins, but the consequence is they don't have the R&D cash to keep up with Intel/Nvidia on architecture, and have zero chance of gaining on Intel's process lead.

Intel is "abandoning the PC and gaming markets"?

I didn't know that.

Soleron, that can't be true, right?

To explain a bit further,
Intel is abandoning the low end pc market.
In fact they've just announced a deal with Cray Supercomputers, so they are indeed focussing on the super high end.
They are still in pcs, but are focussed on high power processors like haswell and letting amd have the "cheap gamer market where margins are smaller. They can do this because of the apu design is very cheap for consumers.

And the sword is their apu which is now in laptops and moving to tablets. It is very cheap for manufacturers over the standard processor approach...and they'll soon be in phones. Additionally they own sole rights to the x86 architecture, meaning they are safe for at least a little while.

Christensen says the mistake most small companies make is trying to compete with high end products...this is what amd was doing previously with their processors. The big company has every reason to compete there, but with low end, it feels good for intel to get out because margins are better higher up and wall street likes that.

I think the main problem is that high end technology now... can be used as low end tech later.

The custom low end will be AMD's due to their willingness to cut to nothing... other then that they'll still have a big fight on their hands.

The difference is that the APU suffices for both cpu and gpu, whereas someone buying an old high tech intel will still have to work out money for a gpu, meaning it will never be able to match value